From Setup Classic in Salesforce, in the Quick Find box, search and select Live Agent Settings. Select Enable Live Agent. Click Save Below objects will be auto-created in Org, once the Live Agent is enabled
Full Answer
How to enable live agent in Salesforce?
Click on enable live agent and hit “Save” button. After saving it you can see multiple objects have been created automatically into you org. For example, “Live Chat Transcript” which holds history of chatting.
How to get support from Salesforce support team?
In real life scenario you can see there are multiple sites which does have chat icon from where you can directly get support from support team, that is now possible by Salesforce live agent too.
Where can I learn more about Salesforce chat?
If you want to learn more about Salesforce Chat, check out the Digital Engagement Data Sheet from Salesforce. For Salesforce Chat pricing, visit the official product page. And, as always, Trailhead can be a great place to learn more about Salesforce Chat and try some hands-on activities!
How to create a chat button for a live agent?
Create skill for live agent user and save. You need to create a “Chat” button where you need to enter Basic information, Routing information and chat button customization. For chat button customization you need to upload online and offline button image which will show on your public website.
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How do I enable live agent in Salesforce?
Step 1 – Enabling Live AgentFrom Setup Classic in Salesforce, in the Quick Find box, search and select Live Agent Settings.Select Enable Live Agent.Click Save.
How do I report a chat transcript in Salesforce?
1 Create a custom report type using Chat Sessions /chat transcript as the primary object. 2 Create a new Chat report using the Report Builder in Salesforce . 3 Customize your report to include the columns of information you want . 4 Save or run the report.
What are the 4 types of reports in Salesforce?
Types of Salesforce Reports There are four types of reports that you can create in Salesforce: Tabular, Summary, Matrix and Joined. Each one is best suited to show different types of data, depending on what you want out of a report.
Can you run reports in Salesforce?
To run a report, find it on the Reports tab and click the report name. Most reports run automatically when you click the name. Click the Reports tab. If you're already viewing a report, click Run Report to run it.
How do I enable chat transcripts in Salesforce?
From Setup in Salesforce Classic, enter Chat Settings in the Quick Find box, then select Chat Settings. 2. Select Enable Chat.
What is a chat transcript?
A chat transcript is a record of a chat between a customer and an agent.
How do I give access to a Salesforce report?
On the Reports tab, hover over a report folder in the left pane, click. , and then select Share.Select Internal Users.Find the user you want, click Share, and choose an access level.Click Done, review your changes, and click Close.
How do I change report type in Salesforce?
From the Reports tab, click New Report. Select the report type, and then click Create. Note You can't change the report type after the report is created.
What is difference between reports and dashboards in Salesforce?
Whereas Salesforce reports are displayed in columns and rows, the dashboard is a visual display of this data. Each component on the dashboard displays data from a single report. No component will display data from multiple reports. However, you can view a Salesforce report with multiple dashboarding tools.
Who can run reports in Salesforce?
One of the great features of Salesforce is that anyone with the “Create Reports” permission can create reports. One of the downsides of this is that you could end up with a lot of reports in your folders. To combat this clutter of reports in Salesforce, you can (and should) create a “Report Report”.
What is run reports permission in Salesforce?
Permissions set for the reports and dashboards themselves determine your access to the folder contents. For example, if you have Manager access to a folder and Run Reports permission to a report in the folder, you can run the report, but not edit or delete it.
How do I view reports in Salesforce?
Reports in Salesforce allow you to see a set of records displayed in a table, summary, or matrix format, similar to what you'd see in a spreadsheet. To get to reports, click Reports from the navigation menu. Select a report to run it.
An Introduction to Salesforce Chat (Live Agent)
Salesforce Chat (formerly Salesforce Live Agent) is a native Salesforce tool that enables the customer service team to communicate in real-time with your website users. We have all seen the little ‘chat to an agent’ buttons on company websites, usually when trying to find a way to contact a support team.
Salesforce Chat Features
Salesforce Chat has a lot of great features, but here are some favourites that can help you fully leverage the tool!
Customization and Enhancements
Like pretty much all Salesforce products, there are also amazing ways to extend the tool beyond the out-of-the-box features. Here are some of our favourite ways to customize and enhance your chat implementation!
Keep Learning!
If you want to learn more about Salesforce Chat, check out the Digital Engagement Data Sheet from Salesforce. For Salesforce Chat pricing, visit the official product page. And, as always, Trailhead can be a great place to learn more about Salesforce Chat and try some hands-on activities!
